2025.08.00

Gangmates Release Notes: v2025.08.00

Release Date: August 04, 2025 Environment: Prod Version: 2025.08.00


🎯 Release Overview

This release enhances our platform with two critical business improvements: comprehensive deactivation feedback capture for HR performance management and enhanced Instant Pay transaction visibility for finance teams. These updates provide better audit trails, structured employee feedback workflows, and improved financial transparency across payment operations.

πŸ“‹ Summary of This Release

  • Enhanced Deactivation Workflow - When deactivating users, HR teams must now provide mandatory performance ratings across four key categories (On-Time Delivery, Skills, Quality of Work, Communication) with professional exit report generation capabilities.

  • Instant Pay Bank Details Capture - Automatic capture and display of recipient bank names and last-4 account digits for all Instant Pay transactions, providing better visibility for finance and audit teams.

  • Professional Exit Reporting - Dedicated "View Details" modal with printable PDF reports featuring branded design, performance rating cards, and confidential watermarks for secure archiving.

  • ⚠️ Upcoming API Transition Reminder: Please note that we will be phasing out the use of "id" for the User Management API in favor of "object_id" on March 25, 2025. Make sure your integriptions are updated accordingly.

πŸš€ Detailed Release Notes

πŸ›‘οΈ Security & Compliance

πŸ” Enhanced User Deactivation Security

  • Mandatory Performance Documentation - All user deactivations now require structured performance feedback, creating comprehensive audit trails

  • Confidential Report Generation - Exit reports include confidential watermarks and secure PDF generation for sensitive HR documentation

  • Access Control Validation - Only authorized HR personnel can access deactivation workflows and generate exit reports

πŸ“Š Financial Transaction Transparency

  • Automatic Bank Detail Capture - Instant Pay transactions now automatically record recipient bank information for enhanced audit trails & receipts generation

  • Transaction Visibility Enhancement - Bank names and account details visible in transaction history and receipts for improved financial oversight

  • Audit Trail Improvement - Complete payment destination tracking for compliance and financial reconciliation

πŸ‘₯ HR Management & User Operations

βš™οΈ Enhanced Deactivation Workflow

  • Structured Deactivation Process - Navigate to Directory β†’ Users β†’ Actions β†’ View β†’ Manage β†’ Deactivate

  • Deactivation Type Selection - Choose between "Termination" (employee terminated) or "Other" (resignation, leave of absence, etc.)

  • Mandatory Performance Ratings - Four required categories: On-Time Delivery, Skills, Quality of Work, Communication

  • Optional Context Notes - Free-form "Additional Notes" field for additional context and documentation

  • Confirmation Required - Cannot complete deactivation until all ratings are provided

πŸ“„ Professional Exit Report Generation

  • Dedicated Details Modal - Navigate to Directory β†’ Users β†’ Actions β†’ View β†’ View Details for inactive users

  • Comprehensive Review Display - Shows Deactivation Type, Date, Deactivating User, Notes, and complete ratings breakdown

  • Professional PDF Reports - Click "Print Report" in modal footer to generate branded, audit-ready documentation

  • Print Options - Choose "Save as PDF" or send directly to printer for immediate documentation

πŸ’° Financial Operations & Payment Enhancement

πŸ’³ Instant Pay Bank Details Capture

  • Automatic Bank Name Recording - System captures and displays recipient bank name (e.g., "Guaranty Trust Bank") for all Instant Pay transactions

  • Account Number Visibility - Last 4 digits of recipient account numbers automatically recorded and displayed

  • Transaction History Enhancement - Bank details visible in transaction history and financial reports

  • No Workflow Changes - Instant Pay creation process remains identical; enhanced details captured automatically

πŸ“Š Improved Financial Visibility

  • Better Audit Trails - Finance teams can easily identify payment destinations without guessing

  • Enhanced Reporting - Transaction reports now include complete bank destination information

  • Compliance Support - Detailed payment tracking supports audit and compliance requirements

🎨 User Interface & Experience Enhancements

🌟 Deactivation User Experience

  • Intuitive Rating Interface - Visual star-rating system for performance categories

  • Clear Workflow Steps - Step-by-step deactivation process with clear requirements

  • Professional Modal Design - Clean, branded interface for exit report viewing and generation

πŸ“± Enhanced Transaction Display

  • Clear Bank Information - Easy-to-read bank names and account details in receipts

  • Consistent Formatting - Standardized display of financial information across all payment types

  • Mobile-Friendly Design - Bank details display properly on all device sizes

πŸŽ‰ Benefits

  • Structured Performance Feedback - HR teams can capture consistent, actionable feedback at the point of employee separation

  • Enhanced Financial Transparency - Finance teams have complete visibility into payment destinations for better audit trails

  • Professional Documentation - Branded, audit-ready exit reports suitable for HR records and compliance requirements

  • Improved Audit Capabilities - Both user deactivations and financial transactions now have comprehensive documentation

  • No Workflow Disruption - Enhanced features integrate seamlessly into existing business processes

  • Better Compliance Support - Structured data capture supports regulatory and audit requirements

πŸš€ Next Steps

  1. πŸ”„ Test Deactivation Workflow - Navigate to Directory β†’ Users and test the enhanced deactivation process with performance ratings

  2. πŸ“„ Generate Exit Reports - Access inactive users via "View Details" and test PDF report generation functionality

  3. πŸ’³ Review Instant Pay History - Check recent Instant Pay transactions to verify bank name and account detail capture

  4. πŸ“Š Validate Reporting - Ensure all transaction reports now include enhanced bank information

  5. πŸ‘₯ Train HR Teams - Brief HR staff on new mandatory performance rating requirements

  6. πŸ” Test Print Functionality - Verify exit reports generate properly in PDF format and print correctly

  7. πŸ“± Verify Mobile Experience - Test both features on mobile devices to ensure full functionality

  8. πŸ” Review Access Controls - Confirm only authorized personnel can access deactivation workflows and sensitive reports

πŸ’¬ We Value Your Feedback

Your experience with these workflow enhancements is important to us. Please share your thoughts through:

πŸ“ž Feedback Channels

  • HR Teams - How intuitive is the new deactivation workflow and rating system?

  • Finance Teams - Does the enhanced Instant Pay visibility meet your audit and tracking needs?

  • User Community - Talk to your account manager in the support channel chats

  • Feature Requests - Submit ideas for future improvements

πŸ” What We're Looking For

  • Workflow Efficiency - Do the enhanced processes improve your team's productivity?

  • Report Quality - Are the exit reports suitable for your HR documentation needs?

  • Financial Visibility - Does the enhanced Instant Pay information help with reconciliation and auditing?

  • User Experience - How intuitive are the new interfaces and workflows?

πŸ“ž Support

πŸ› οΈ Continued Support

Our development and support teams remain committed to your success:

  • Technical Support: [email protected]

  • HR Workflow Questions: Contact support for guidance on deactivation workflows and exit reporting

  • Finance & Audit Support: Assistance with enhanced Instant Pay tracking and reporting

  • Documentation: Complete technical documentation available at docs.gangmates.com

Questions? Our support team is ready to help at [email protected]

Thank you for choosing Gangmates!

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